LIWEI_TW Capital(@LIWEI_TWCapital):For $INTC investors: $NVDA among eight tech firms reportedly evaluating $INTC’s 14A Economic Daily News says eight major tech companies are seeking alternatives to $TSM’s constrained capacity. The article reports planned pilot production in Q2 2027 and volume production in Q1 2028. The opening for $INTC is clear: customers need another source of advanced chips. Converting that interest into production orders would give its foundry business a broader customer base. Sources

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参加 January 2024

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LIWEI_TW Capital@LIWEI_TWCapital

2026.09.19 12:21

For $INTC investors: $NVDA among eight tech firms reportedly evaluating $INTC’s 14A Economic Daily News says eight major tech companies are seeking alternatives to $TSM’s constrained capacity. The article reports planned pilot production in Q2 2027 and volume production in Q1 2028. The opening for $INTC is clear: customers need another source of advanced chips. Converting that interest into production orders would give its foundry business a broader customer base. Sources